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Horizon Investment Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horizon Investment Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$751K Sell
2,029
-42
-2% -$15K 0.21% 74
2026
Q1 		$664K Buy
2,071
+332
+19% +$111K 0.23% 77
2025
Q4 		$583K Buy
1,739
+8
+0.5% +$2.66K 0.21% 78
2025
Q3 		$568K Buy
1,731
+89
+5% +$28.1K 0.21% 72
2025
Q2 		$499K Sell
1,642
-307
-16% -$86.3K 0.22% 71
2025
Q1 		$536K Sell
1,949
-214
-10% -$62.2K 0.26% 70
2024
Q4 		$627K Sell
2,163
-33
-2% -$9.63K 0.27% 74
2024
Q3 		$622K Hold
2,196
– – 0.27% 73
2024
Q2 		$588K Buy
2,196
+533
+32% +$138K 0.28% 72
2024
Q1 		$432K Hold
1,663
– – 0.21% 80
2023
Q4 		$395K Buy
1,663
+33
+2% +$7.29K 0.21% 77
2023
Q3 		$346K Buy
1,630
+75
+5% +$16.6K 0.21% 78
2023
Q2 		$343K Hold
1,555
– – 0.21% 80
2023
Q1 		$317K Buy
1,555
+1
+0.1% +$200 0.2% 85
2022
Q4 		$297K Sell
1,554
-70
-4% -$13.5K 0.22% 88
2022
Q3 		$292K Sell
1,624
-20
-1% -$3.99K 0.21% 82
2022
Q2 		$310K Sell
1,644
-179
-10% -$36.8K 0.21% 85
2022
Q1 		$415K Buy
+1,823
New +$410K 0.22% 85

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horizon Investment Services's VTI Position: Q2 2026 in Review

Horizon Investment Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $15K and leaving 2,029 shares worth $751K. The position accounts for 0.21% of the portfolio, ranked #74.

Horizon Investment Services first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Horizon Investment Services held 2,029 shares of Vanguard Morningstar Total Stock Market ETF worth $751K as of Q2 2026.
  • Horizon Investment Services sold 42 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Horizon Investment Services's portfolio in Q2 2026, its #74 holding.
  • Horizon Investment Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.